Note  This article is intended for Minfos Pilot stores only. It contains either new or updated functionality that is not generally available at this time. Please look out for these new features in an upcoming Minfos software release.

The Interim Statement Report can be run for a single Centralised Customer Account, and can display All transactions if desired. To run the report for a range of customers linked to a specific Club, Nursing Home, Hospital or Third Party, see Print Interim Statements from Customer Accounts window.

You can generate and print an Interim Statement for any current account, for any date period since you first installed Minfos.

From Customer Management:

  1. Click the Interim Statement icon.

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    Alternatively, in the menu bar, select Reports, then 2. Statements, then 7. Print Interim Statement.

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    The Interim Statement dialogue is displayed.

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  2. In the Run Type dropdown, retain the default 1. Selected Customer.

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  3. No Code is required for 1. Selected Customer – this field is used for other Run Types.
  4. In the Select Customer text box, enter the surname of the account, then press [Tab].

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    The Account Search Window is displayed, with the closest matching account highlighted.

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  5. Select the required account and click Okay.
  6. Enter the Start Date and End Date for the interim statement. By default, the first and last days of the current month are selected.
  7. Select the desired options:
  • All Transactions – display all transactions on the Interim Statement, including those with a $0.00 price to customer.
    Note All transactions will display on the statement where the customer was selected at the Till during a transaction, including those transactions where the customer did not charge it to their account.
  • Show Names – display the name of the customer to whom the script was dispensed
  • Show Item Prices – display the price of the item
  • Statement format (Ageing info will not be displayed) – display as an invoice, in the same format as a monthly statement
  • Exclude Opening Balance – print without the opening balance
  1. Click the OK button to generate the report.
    The report is displayed.

Example Interim Reports

Default format

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Statement format

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